Libya's largest oil field, the 300,000 b/d capacity El Sharara, has restarted production
I u kini je covid gotova prica.
Sada kinezi moraju po gasu da nadoknade zaostatke.
Promatrajmo 
/cloudfront-us-east-2.images.arcpublishing.com/reuters/ZGBXZWQODBM3DEIW3ZLP6HR7OU.jpg)
Kuwait Starts First Unit at 615,000 Barrel-a-Day Zour Refinery
⚠️One of the worlds largest 
#China: Beijing, Shanghai Reopening Speed Up: China Lockdown Tracker
Beijing restaurants reopen today and all schools by next week
Some Asia Oil Buyers Want More Saudi Crude Even After Big Hike
At least two refiners will seek additional volumes: officials
Refining margins strong on fuel demand rebound, tight market
Bloomberg News6. lipnja 2022. 07:36 CEST
Some Asian oil buyers are planning to seek more crude from Saudi Arabia, even after the world’s biggest exporter raised prices by more than expected for the region.
At least two refiners intend to ask for more July-loading volumes, according to company officials who asked not to be identified. Across Asia, most long-term customers of Saudi Arabia are expected to take their full contracted supply as refining profits have surged, said traders. Barrels from other regions such as the US and West Africa are also more expensive, they added.
Saudi crude will be particularly popular among Asian refiners in nations such as Japan and South Korea that have shunned Russian oil following the invasion of Ukraine. India and China are still willing buyers, however, and some Chinese processors will even take Iranian and Venezuelan flows. Refiners will submit requests for July volumes from Saudi Arabia by Monday and be informed of their allocations by the end of the week.
Asian oil demand is forecast to strengthen as China cautiously emerges from prolonged virus restrictions that curbed its consumption. European buyers are also looking to the Middle East for additional barrels as they avoid Russian crude, intensifying competition just as the widening of a key spread makes oil from the US and North Sea more expensive for Asian consumers.
Offers for US West Texas Intermediate Midland crude for September arrival to Asia are about $4 a barrel higher than comparable quality Murban from Abu Dhabi, according to traders. China may also consider more oil from the Persian Gulf because barrels from West Africa are more pricey, they said.
— With assistance by Sharon Cho, and Sarah Chen
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Display MoreKoliko tih WK-ova u nizu je potrebno za zse da vise nije slucajno?
🤭
Wk 14 =38.000$
Wk 15 =48.000$
Wk 16 =27.000%
Wk 17 =27.000$
Wk 18 =38.000$
Wk 19 =41.000$
Wk 20 =38.000$
Wk 21 =44.000$
Wk 22 =41.700$
Ovo su avg 
MR vozarine
Po kojima se na spotu zaraduje vec duze vrijeme oko 30.000$ iznad BE💵💰👀
🤭🤓 💵💰👀
41.732$ MTD 2022. U odnosu na CY 2021
+622% 
😱🤑
WK 22
MR: The start of the week in Europe has seen healthy activity levelsin contrast to the end of this week.
Most of the sluggishness this week was due to the Queen’s Jubilee celebrations as well as folks heading
to Greece for Posidonia. The TC2 route continued to slip during the week leveling off from ws315 at
the start of the week and ending at ws310. In the US Gulf, the week started out slow most likely due
to a post Memorial Day hangover. We saw US Gulf rates hold steady, especially for the shorter haul
routes with some slight variation and testing for longer haul routes. USG>CBS rates held steady this
week at $1.25m. TC14 was quiet this week and oscillated between ws275 and ws270. USG>Chile saw
rates move from $3.3m down to $3.1m.
Petak 03.06.
Sa promatrane liste u 2022.
tankerasi avg +65% novi rekord u 2022.
Sestre produktasice avg +101% novi rekord u 2022.
STNG +177% novi rekord u 2022. 
🤑
ASC +129% novi rekord u 2022.
TPNG +26% 
🤭 
👀👁️ 
Ovo se ne dogada cesto, dva tpng tankera na istom mjestu.
Oba cekaju prolaz kroz panama kanal u istom smjeru.
Vinjerac iz La paza(meksiko)
Zoilo iz Talare(peru) gdje je bio skoro 2 mjeseca.
Promatrajmo koje ce biti nove rute.
Koliko $/day? 🤓🤑
Nafta je opet extreme bullish jer demand raste dok je kina jos pod rucnom kocnicom.
Netko ce morati prevoziti
Tko?
Sestre tankerasice i produktasice.
Trnoruzica tpng nece jer ona vozi po nekoj drugoj planeti 
🤭
Sve do objave FI 2Q kada cemo biti jako iznenadeni da ipak vozi na ovoj planeti
Trazite da vam..... ako nece.....
Novi ATH u prilogu.
Oprostiti cemo im i ovaj put jer ne znaju sta rade
Dali im oprostiti ili cestitati jer shvacaju da proces iz GuG nema prihvatljivu alternativu?
Promatrajmo tko ce ostati medu nevj. tomama na pogresnoj strani buducnosti van jedinog sektora sa ovog grafa.
Shipping je isto tu negdje gdje i energy
Tko bi se nadao novom 🏔️vrhu? 🤭
Oprostiti cemo im i ovaj put jer ne znaju sta rade i ono sto zna ZSE
😁 idemo dalje sa novim rekordima.
🏔️Novi vrh promatranih tankerasa.
Sa ove liste u 2022.
🏔️Tankerasi +64%
🏔️Sestre produktasice +99%
🌛Stng +174%
🌛Asc +125%
Trnoruzica ima bolji FI 1Q od obje.
✡️🔮🕯️🎃📍🗿🏹Tpng +25%
Black magic i uroci i dalje caste.
Promatrajmo do kada i tko ce na kraju zakljuciti da nije bilo dovoljno vremena za kupiti ili da se nije znalo? 🤭 🤣
⚠️Sto se ovdje kuha?
"A ban might force Russia and its major importers China and India to use domestic tanker fleets to carry Russian oil. Finding such vessels and arranging their insurance "could be very challenging," according to the shipbroker."
Idemo dalje... 😁
OPEC+ decides to speed up oil production hikes to offset sanctions on Russia.
Output quotas will rise 648,000 b/d in July and August
BCTI 1407↘️
avg 30 dana 1423↗️
Avg 91 dan 1156↗️
🏔️Novi vrh promatranih tankerasa sa ove liste.
U 2022.
Tankerasi avg +63%
🏔️Novi vrh sestre produktasice avg +97%
Trnoruzica tpng +27%
U FI 1Q 2022 stoji da je Zoilo:
Na SPOTU od svibnja 2021.
Lapsus...Vinjerac je u pitanju
Vinjercu je istekao ugovor u svibnju 2022.
I on je na spotu.
Ukupno 4 spot + 2 tc sto je odlican omjer za ova vremena sa extra profitabilnim vozarinama na spotu.
Sestra produktasica PXS sa 2 MR na TC +3 MR na spotu ima za 77% 2Q TCE $27.500.
Promatrajmo
Display MoreDisplay MoreTC
dalmacija 16(19)k
Vukovar 17k
SPOT
Po wk 21 MR avg vozarinama:
Zoilo USG - CHILE $56k
Pag USG-UKC/UKC-USAC$51k
Velebit USG- CBS $48k
Vinjerac USG-CBS $48k
Ovo su okvirne vozarine po istim ili slicnim rutama i mogu nesto ali ne znacajno odstupati.
Slicne vozarine traju min 8 tjedana.
Wk 14 =38.000$
Wk 15 =48.000$
Wk 16 =27.000$
Wk 17 =27.000$
Wk 18 =38.000$
Wk 19 =41.000$
Wk 20 =38.000$
Wk 21 =44.000$
koji ce TCE za tpng proizaci iz ovih vozarina?
Najslicnija od svih sestara produktasica
PXS (pyxis tankers) ima TCE za 77% 2Q dana = $27.500
Isto ima dva MR tankera na TC, tri MR su im na spotu.
Promatrajmo
Hvala kolegice...
Samo pazite na brod ZOILO...u veljaci 2020 je ugovoren na 2+1 godinu sto nazalost znaci da postoji velika vjerojatnost da do svibnja 2023. vozi po 15,7 k USD/d...
U FI 1Q 2022 stoji da je Zoilo:
Na SPOTU od svibnja 2021.
Ako se ne varam za tri broda im u 5 mjesecu istiću ugovori a nisu jos objavili po koliko će sad voziti. Zadnje kaj su objavili je jedan brod po 16 tis. $ prije nekih dva mjeseca. Možda bi trnoružica krenula surfati kako vani surfaju da počnu zarađivati na rastu cijene.
TC
dalmacija 16(19)k
Vukovar 17k
SPOT
Po wk 21 MR avg vozarinama:
Zoilo USG - CHILE $56k
Pag USG-UKC/UKC-USAC$51k
Velebit USG- CBS $48k
Vinjerac USG-CBS $48k
Ovo su okvirne vozarine po istim ili slicnim rutama i mogu nesto ali ne znacajno odstupati.
Slicne vozarine traju min 8 tjedana.
Wk 14 =38.000$
Wk 15 =48.000$
Wk 16 =27.000$
Wk 17 =27.000$
Wk 18 =38.000$
Wk 19 =41.000$
Wk 20 =38.000$
Wk 21 =44.000$
Research – Charles R. Weber Company, Inc.
koji ce TCE za tpng proizaci iz ovih vozarina?
Najslicnija od svih sestara produktasica
PXS (pyxis tankers) ima TCE za 77% 2Q dana = $27.500
Isto ima dva MR tankera na TC, tri MR su im na spotu.
Promatrajmo
Pyxis Tankers Inc.
Maroussi, Greece, May 31, 2022 - Pyxis Tankers Inc. (NASDAQ CM: PXS) (the "Company"), an international pure play product tanker company
5 MR tankers
as of May 30, 2022, approximately 77% of the Company’s available days in second quarter of 2022 were booked for the Company’s MR tankers at an average estimated daily Time Charter Equivalent rate of approximately $27.500
BCTI 1426
Avg 30 dana 1424
Avg 90 dana 1151
